Scrappy Marketing Tactics to Kickstart Lead Gen

In this episode, co-hosts Kelsey McKenna and Zach Conway explore high-quality lead generation strategies in wealth management, emphasizing the need to move beyond traditional SEO by directly engaging with target audiences and leveraging customer feedback.

Drawing from real-world examples like Ritholtz’s multi-media approach and Facebook group engagement, they highlight the importance of resource creation, trust-building, and aligning marketing efforts with client pain points. With a blend of humor and practical advice, Kelsey and Zach offer a focused, scrappier approach to lead generation, underscoring the value of understanding both product and audience before scaling to foster sustainable growth.

Key Points:

• SEO Challenges
• Meeting Clients Where They Are
• Organic Engagement
• Feedback-Driven Development
• Pipeline and Funnel Strategy

Thanks for listening!

Connect with us:

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

• Seeds Investor Website
• Our Blog

#fromthegroundup #fromthegrounduppodcast #marketingtactics #leadgeneration #startupbusiness

Ask Zach and Kelsey a question!